Kovitz Investment Group Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kovitz Investment Group Partners’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-34,132	Closed	-$823K	–	832
2024 Q1	$823K	Sell	34,132 -19,066	-36%	-$460K	0.01%	438
2023 Q4	$1.29M	Sell	53,198 -34,852	-40%	-$837K	0.02%	265
2023 Q3	$2.11M	Sell	88,050 -30,416	-26%	-$729K	0.04%	227
2023 Q2	$2.85M	Sell	118,466 -124,476	-51%	-$3.02M	0.04%	213
2023 Q1	$5.93M	Buy	+242,942	New	+$5.88M	0.1%	123

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners's SCHO Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 34,132 shares — an estimated $823K sold.

Kovitz Investment Group Partners first reported a position in SCHO in Q1 2023 and held it in 5 quarters. The position peaked at $5.93M in Q1 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Kovitz Investment Group Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 34,132 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $823K.
Kovitz Investment Group Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 5 quarters.
Kovitz Investment Group Partners's Schwab Short-Term US Treasury ETF position peaked at $5.93M in Q1 2023.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.